About Dynamics 365

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools. Dynamics 365 offers a range of tools for sales, customer service, field service management, talent acquisition, finance and operations, retail, project service automation, marketing, artificial intelligence, mixed reality, and more.

With Microsoft Dynamics 365 businesses can unify their operations, projects, workflows, and tasks in one centralized platform in order to aid decision making, build relationships with customers, and operate efficiently. The individual applications within Microsoft Dynamics 365 can be used as standalone products, combine with one another, or integrated with a wide range of external business systems in order to provide a completely customized solution. The platform integrates with third party applications such as Ameyo, Salesforce, DocuSign, PandaDoc, ADP, Gainsight, Tacton CPQ, and more. Dynamics 365’s artificial intelligence (AI) and mixed reality facilitate intelligent decision making and scenario planning in a modern way.

Pricing starting from:

USD 50.00/month

  • Free Version
  • Free Trial
  • Subscription

Business size

S M L

Deployment

  • Cloud-based
  • On-premises

Markets

Australia, Brazil, Canada, China, Germany, United Kingdom, India, Japan, Mexico, United States

Supported Languages

Arabic, Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish

Pricing starting from:

USD 50.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Dynamics 365 Software - Microsoft Dynamics 365 sales opportunity tracking
Dynamics 365 Software - Microsoft Dynamics 365 finance and operations reports
Dynamics 365 Software - Microsoft Dynamics 365 omnichannel customer service
Dynamics 365 Software - Microsoft Dynamics 365 dynamic marketing workflows
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Dynamics 365 Software - Microsoft Dynamics 365 sales opportunity tracking
Dynamics 365 Software - Microsoft Dynamics 365 finance and operations reports
Dynamics 365 Software - Microsoft Dynamics 365 omnichannel customer service
Dynamics 365 Software - Microsoft Dynamics 365 dynamic marketing workflows

Features

Total features of Dynamics 365: 113

  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Asset Lifecycle Management
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Cash Management
  • Chat/Messaging
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Core Accounting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customisable Branding
  • Customizable Templates
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Visualization
  • Dispatch Management
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Management
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Insurance Industry
  • For Small Businesses
  • For iPad Devices
  • Forecasting
  • General Ledger
  • HR Management
  • Income & Balance Sheet
  • Integrated Business Operations
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Creation
  • Invoice Processing
  • KPI Monitoring
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Maintenance Scheduling
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Department/Project
  • Online Invoicing
  • Payroll Management
  • Performance Metrics
  • Pipeline Management
  • Point of Sale (POS)
  • Profit/Loss Statement
  • Project Management
  • Prospecting Tools
  • Purchase Order Management
  • ROI Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Single Page View
  • Spend Management
  • Status Tracking
  • Supplier Management
  • Supply Chain Management
  • Support Ticket Management
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Trend Analysis
  • Visual Analytics
  • Warehouse Management
  • Work Order Management
  • Workflow Management

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Dynamics 365
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Zoho CRM

4.3
#2 Alternative to Dynamics 365
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

SAP Business One

4.2
#3 Alternative to Dynamics 365
Enterprise resource planning software for SMEs. Manage every aspect of your small or midsize business with SAP Business...

HubSpot CRM

4.5
#4 Alternative to Dynamics 365
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Reviews

Overall rating

4.3 /5
(4,367)
Value for Money
4.1/5
Features
4.3/5
Ease of Use
4.0/5
Customer Support
4.2/5

Already have Dynamics 365?

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Showing 5 reviews of 4,367
Shaunak
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Must have system for Enterprise level management

Reviewed on 10/06/2022

I am grateful that I worked in Mindtree so that I got the privilege to work on Dynamics 365, I...

I am grateful that I worked in Mindtree so that I got the privilege to work on Dynamics 365, I would have never been able to afford this software on my own. The features are too rich and top class. The development team is also very seasoned and knows well about the area that needs to be cherished.

Pros

I love this because we use planning of the workflow is very secure and simple. Performing automation is very efficient with their Mobility, apps work with app OS platforms. Activity logs are maintained very accurately. Also, their support is exceptional. They take each issue with good consideration. I have opened a couple of tickets and got them resolved with their documentation itself.

Cons

The only con that I found in this software is that the workflow is very complex. Trained staff is required. Need to learn from their official documentation. This is deployed on Cloud so there are many SAML SSO Authentication for which we need engineers to manage the system. It requires an old and known person to troubleshoot the incidents.

Sabelo Lawrance
Overall rating
  • Industry: Computer & Network Security
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Dynamics 365 best way to create a document

Reviewed on 05/07/2022

Dynamic 365 is the best software for office use to create files document presentations and many...

Dynamic 365 is the best software for office use to create files document presentations and many more. With this software you can sort and create documents according to you office or personal computer.

Pros

Using dynamic 365 is more efficient more especially when it comes to audio typing and creating presentation through his PowerPoint. This software is recommended for everyone who is who is using the computer and wish to create a document.

Cons

There's nothing to say that have a negative impact when it comes to this software just that when it's not connected to an internet it won't be able to save the document on your cloud but it does have an alternative option to save them and your computer.

Matthew
Overall rating
  • Industry: Environmental Services
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

CRM for Microsoft

Reviewed on 09/06/2022

We use Dynamics 365 as an alternative to SalesForce. SalesForce is likely more flexibly, adaptable,...

We use Dynamics 365 as an alternative to SalesForce. SalesForce is likely more flexibly, adaptable, and more widely used. We chose Dynamics 365 because of his it integrates with Microsoft products, which we were already invested in. I compare this to the PC vs. Mac (SalesForce) debate.

Pros

Dynamics 365 is an integrated CRM solution that offers the flexibility and utility you need with the added advantage of being compatible with Microsoft Suite. The backend is also easy to adapt internally.

Cons

Explanations are hard to come by and customer support is not terribly convenience. The UX is also a challenge trying to manage workflows from leads to sales.

James
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Microsoft Dynamics 365 Review

Reviewed on 18/04/2022

What our organization's overall experience is that all marketing campaign leads are assigned to...

What our organization's overall experience is that all marketing campaign leads are assigned to salespeople who access Microsoft Dynamics CRM and then track and convert them into sales.
Also used for services, indices are active until closed by the server. From lead generation to lead acquisition, everything is managed in Microsoft Dynamics CRM.

Pros

The completely offline features are what we loved for our Field Service. RESCO's flagship product offers plenty of flexibility and advanced functionality. But in general, it's a good way to empower workers in this space to provide mobility and be able to view tasks, customer records, contact information, and so on completely offline.

Cons

The product is not ready for release. The development suffers from system malfunctions and important features were removed from the release and roadmap without warning. I was also surprised to ignore non-US international regulatory requirements (currency exchange and management, existing ISO standards, VAT requirements). But what surprised me the most was Microsoft's general ignorance and lack of accountability. Despite many requests, I haven't spoken to anyone who can actually talk about product direction and roadmap. I was sandwiched between disconnected dev teams fixing a critical bug, but they don't seem to be talking to each other.

Alternatives Considered

InfoFlo

Reasons for Switching to Dynamics 365

This software features exceptional performance more than other software programs we have tried. The software has been hierarchical. Since the beginning of the year, one of my employees was not reliable with InfoFlo, but with this software he has improved his proficiency 75%. My favorite thing is that it's easy to use it and gives more value to my money from other software programs. There are many features that other software programs do not address.
Megan
Overall rating
  • Industry: Higher Education
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Ellucian Recruit on Dynamics 365

Reviewed on 29/06/2022

Overall it works, but you'll have to work past the hang ups. The biggest advice I could give anyone...

Overall it works, but you'll have to work past the hang ups. The biggest advice I could give anyone is to have a dedicated person to this tool. Managing it and implementing new features is a full time job.

Pros

The product can do A LOT. There are so many different features that it's almost overwhelming. My favorite feature is the communication it can do. Workflow communication flows make recruiting students so much more efficient.

Cons

It was not originally built for higher education and some of the features prove that. Not being able to narrow a list by high school graduation year is the most frustrating piece of this product... even more frustrating than the lack of ability to integrate with other products.

Showing 5 reviews of 4,367 Read all reviews

Dynamics 365 FAQs

Below are some frequently asked questions for Dynamics 365.

Dynamics 365 offers the following pricing plans:

  • Starting from: USD 50.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Customer Insights: From $1500 Per tenant/month Customer Voice: From $200 per tenant/month Sales Professional: $65 per user/month Sales Enterprise: $95 per user/month Sales Premium: $135 per user/month Microsoft Relationship Sales: $162 per user/month Please contact Microsoft for further pricing details.

Dynamics 365 has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Dynamics 365 supports the following languages:

Arabic, Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish

Dynamics 365 supports the following devices:

Android (Mobile), iPhone (Mobile)

Dynamics 365 integrates with the following applications:

ADP Workforce Now, Adobe Acrobat Sign, Ameyo, Apttus Contract Management, AskNicely, Campaign Monitor, DocuSign, Five9, Gainsight CS, InsideView, Lattice Engines, LinkedIn for Business, Microsoft Excel, Microsoft Outlook, Microsoft Project, Microsoft SharePoint, PROS Smart CPQ, PandaDoc, Salesforce Sales Cloud, Sana Commerce, Soft4RealEstate, Tacton CPQ, signNow

Dynamics 365 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Dynamics 365.